Agile CRM vs OnePageCRM

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Our analysts compared Agile CRM vs OnePageCRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Agile CRM Software Tool

Product Basics

Agile CRM is an all-in-one cloud platform that enables companies to handle all activities and tasks across the customer lifecycle. With integrated modules for marketing, sales and service, it provides capabilities such as contact management, a deal pipeline, lead scoring, project management, email marketing and campaigns, service automation, and live chat.

Targeted primarily at small businesses, it allows users to maintain visibility into contacts, boost results with sales enablement, engage web users and deliver comprehensive support. Free and premium versions are available.
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OnePageCRM provides cloud-based customer relationship management (CRM) software designed to streamline sales, marketing, and customer service operations. Its user-friendly interface and affordability make it a popular choice among small businesses and startups seeking efficient CRM solutions. Key benefits include ease of use, cost-effectiveness, and a comprehensive suite of features such as contact management, lead tracking, opportunity management, email marketing, and reporting tools. Users appreciate its intuitive design and focus on action-oriented sales processes.

Built on Getting Things Done productivity principles, and focused on small businesses, it allows users to streamline sales workflows, convert more prospects, achieve sales targets, build better customer relationships and grow their business.

Pricing for OnePageCRM typically falls within a moderate range for CRM software, often billed on a per-user, per-month basis. While some users find alternative CRM solutions offer more extensive customization or industry-specific features, OnePageCRM remains a compelling option for businesses prioritizing simplicity and value.

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$8.99/User, Monthly, Freemium
Get a free price quote
Tailored to your specific needs
$9.95/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
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Large 
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Small 
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Large 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Saves Money: Take advantage of foundational CRM features with a free version. Supporting up to 10 users, it includes 1,000 contacts, custom deal tracks and data fields, email campaigns and templates, appointments, leading scoring, and more. There’s no limit on deals, documents or tasks. 
  • Reduces Screen Switching: Improve productivity through email integration to make inboxes fully accessible within Agile CRM. Send and receive emails, search for past emails located in the original app, and track metrics. Sync up to three third-party tools at a time, including Gmail and Office 365, with the option to set up IMAP as well. 
  • Provides Business Insights: Assess how well the business is performing across critical metrics. Drill down to page visits and duration, learn the origin of website visitors, track contact behaviors, get an overview of the sales funnel, measure growth over time and more. Report customizations and delivery scheduling aid control over data analysis. 
  • Hosts Data Privately: Ensure data privacy through individual hosting on Google’s cloud infrastructure, which provides a single database for each client rather than hosting all client information on a single database. 
  • Drives Revenue: Quickly identify and prioritize the deals that are most likely to close with automated lead scoring, generating a higher ROI. 
  • Engages Sales Reps: Ensure team motivation and performance with gamification. Customizable leaderboards help prompt competition while collaborative tools foster team-wide benefits. Monitor performance via reports and real-time alerts. 
  • Optimizes Marketing Efforts: Gain visibility into what email content works and what doesn’t by using A/B testing. Leverage industry insights in campaigns via social listening, which monitors influencer conversations and tracks relevant industry trends and topics. 
  • Enhances Online Engagement: Manage online reputation and respond to issues with data streams and notifications of complaints about the brand to avoid manual searches. 
  • Streamlines Work: Support collaboration, task organization and visibility into project details. A drag-and-drop interface and filters makes updating information fast and easy. 
  • Simplifies Lead Generation: Gather leads from social channels and import them into the CRM database, either individually or as bulk uploads. Capture leads from LinkedIn via a sidebar popup and use the email finder to search for emails based on contact name and company. Tag leads when they’re entered to aid segmentation. 
  • Enables Seamless Service: Deliver top-notch customer service with the ability to create and manage service groups. Divide agents by assigning members to product lines. Response routing ensures customers are paired with the team or agent best equipped to handle their issue. 
  • Extends Capabilities: Integrate with more than 40 third-party apps for billing, e-commerce, social media, CMS, telephony, support and email. Notable plugins include Shopify, QuickBooks, Unbounce, RingCentral, Google Apps, Zendesk and Zapier. 
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  • Next ActionTM Philosophy:  OnePageCRM is built on the Next ActionTM Philosophy, meaning each contact is assigned follow-up actions so that the leads are actively engaged, and users can work to their maximum efficiency in a highly productive action-oriented manner. 
  • Data Backup and Security:  This cloud-hosted software suite ensures that all user data is encrypted and secured with advanced firewalls. It also helps users with data backup stored in remote servers in case of disaster recovery. 
  • Reliable Customer Support:  With 24/7 support staff spread across three countries, users can expect quick resolutions to their queries and concerns. 
  • Mobile Apps:  Android and iOS apps let users work on-the-go and never miss an update or deadline. 
  • Integrations:  With over 20 pre-built integrations and an open API, users can easily sync OnePageCRM with other apps for seamless operations. 
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  • Marketing Automation: Makes building workflows for drip campaigns easy with a drag-and-drop designer. Autoresponders, email scheduling and automated social posts further increase efficiency. 
  • Email Marketing: User-friendly tools help build emails, conduct outreach and track results. Includes a drag-and-drop editor, custom and off-the-shelf templates, personalization, integrated lead scoring, contact list import, real-time alerts, and more. 
  • Multichannel Campaigns: Boost promotion and brand awareness efforts with a diverse approach to reach an audience on their preferred platforms, from social media to email to SMS. 
  • Landing Page Builder: No-code tools and templates remove the hassle from the design process for non-technical users, while a code editor empowers tech-savvy users to customize as they need. Web forms aid lead gen efforts and responsive design ensures a proper layout on any device. 
  • Web Forms and Popups: Pre-configured and customizable templates help capture more leads via website popups and forms. Place anywhere and specify popup timing. Email alerts notify about new form submissions and automated routing sends leads to predetermined campaigns. 
  • Social CRM: Sales, marketing and service teams can seamlessly incorporate social channels into their efforts via integrations with Facebook, Twitter, Google Plus and Tower Data. This supports scheduled posts, campaigns, helpdesk responses, lead discovery and more. 
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  • Contact Management:  Users can stay on top of their contacts and activities related to each. OnePageCRM stores valuable information like contact details, associated deals, communication history, notes and next actions are available on a single scrollable page. 
  • Lead Clipper Chrome Extension:  The lead clipper extension allows users to source leads from the Internet with one click. It also prompts users to take the follow-up action right away so that the database remains fresh and engaged. 
  • Lead Management:  With OnePageCRM, users can actively capture, segment and nurture leads to maximize performance and conversion rate. Each lead is automatically updated with associated deals, its sale cycle stage and the next action relevant to the lead. 
  • Opportunity Management:  The software identifies and sources leads from various channels, organizes them by deal size and type while further engaging them with communication and quotes. 
  • Pipeline Management:  OnePageCRM lets users set up a deal quickly with automated items and a drag-and-drop feature to move deals across the stages of the sales cycle. 
  • Workflow Automation:  Users can automate repetitive actions and set reminders for manual intervention across their sales processes using workflow automation. This also helps them cut down on guesswork and standardize the sales process. 
  • Quote Management:  OnePageCRM gathers deal info, generates a quote and creates a pre-set email with all required information, which users can further customize or send as is. 
  • Interaction Tracking:  Users can maintain a communication history of each contact, including call logs, meeting notes and immediate follow-up actions on a scrollable single-screen interface. 
  • Email Integration and Templates:  It integrates with popular email services and provides two-way sync, customizable templates for different stages of customer lifecycle journey and bulk-mailing capabilities. 
  • Call Management:  Users can build a customizable list of their leads and contact them using speed dialing from the mobile app. It also maintains call logs and notes for users to stay updated on progress. 
  • Activity Tracking:  OnePageCRM is built on the Next ActionTM philosophy, which connects each contact and user to the next sequence of actions for maximum efficiency. Managers can also track individual team member activities for performance review as well as group sales forecasts. 
  • Calendar Management:  It integrates with Google and iCalendar to send meetings, calls and appointment reminders in a timely manner. 
  • Collaboration Management:  Managers can assign deals and contacts to team members on rule-based engines, leave notes and comments and tag individuals for push notifications for better collaboration and efficient team performance. 
  • Reports:  All key metrics are shown in real-time under the Activity tab. Users can set up customized Sales and CRM reports to track progress and have reports emailed periodically to themselves or stakeholders. 
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Product Ranking

#11

among all
CRM Software

#81

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 1186 reviews
Excellent User Sentiment 152 reviews
82%
of users recommend this product

Agile CRM has a 'great' User Satisfaction Rating of 82% when considering 1186 user reviews from 5 recognized software review sites.

96%
of users recommend this product

OnePageCRM has a 'excellent' User Satisfaction Rating of 96% when considering 152 user reviews from 4 recognized software review sites.

4.6 (11)
5.0 (9)
4.1 (268)
n/a
4.05 (440)
4.77 (61)
4.2 (389)
4.8 (61)
3.5 (78)
4.9 (21)

Awards

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OnePageCRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Automation: 100% of the users who mention this feature said that the platform helps eliminate manual work by automating all the required actions.
Ease of Use: The platform is easy to use, with 70% of reviews referencing it stating that the system simplifies tasks and usage.
Support and Knowledge Base: 78% of users who mention support suggested customer service and the knowledge base are useful and help resolve queries.
Easy Integrations and Customization: Powerful features and integrations help scale productivity and speed up workflows, according to 61% of reviews mentioning integrations and customizations.
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Action-Oriented Interface: The system is designed to keep sales teams focused on taking action and closing deals, rather than getting bogged down in data entry and administrative tasks. Its Next Action Sales methodology guides users through a streamlined workflow, ensuring no lead falls through the cracks.
Contact Management: OnePageCRM offers robust contact management features, allowing users to store all relevant information about leads and customers in one central location. This includes contact details, communication history, notes, and any associated deals or projects.
Sales Pipeline Management: The platform provides a clear visual representation of the sales pipeline, enabling users to track the progress of deals from initial contact to close. This helps sales teams identify bottlenecks, prioritize leads, and forecast future revenue.
Integrations: OnePageCRM integrates with a variety of popular business tools, such as email clients, calendar apps, and marketing automation platforms. This allows users to streamline their workflows and avoid switching between multiple applications.
Mobile App: The mobile app allows users to access their CRM data and take action on deals from anywhere, at any time. This is essential for sales teams who are constantly on the go.
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Not Cost-Effective: 66% of the users who reviewed the pricing mentioned Agile CRM is slightly pricey.
No Modern Templates: The platform could benefit from newer and more modern email templates, as noted by 100% of the reviews referring to this feature.
Difficult Setup: 75% of users who reviewed the setup suggested that the platform can initially be a little intimidating and challenging.
Clunky User Interface: The UI is outdated and not very interactive, according to 100% of the users who mentioned the interface.
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Limited Customization: The platform's strength in simplicity can also be a drawback for users who require more complex workflows or in-depth customization options. For example, users may find it challenging to tailor the system to accommodate unique sales processes or industry-specific needs.
Reporting Capabilities: While OnePageCRM offers basic reporting features, some users may find them insufficient for comprehensive data analysis and generating detailed insights. The platform may not provide the level of granularity or flexibility required for advanced reporting and business intelligence needs.
Integrations: Although OnePageCRM integrates with popular tools like Gmail and Mailchimp, the range of available integrations may be limited compared to other CRM solutions. Users who rely on specific third-party applications or have complex integration requirements may find the options insufficient.
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Agile CRM is a unified platform that aids sales, marketing and service efforts through features such as sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony and helpdesk. It provides exceptional automation and is easy to use, even though it’s difficult to set up initially and some reviews indicated the need for a cleaner UI and more modern email templates. However, it also boosts efficiency with customizations and integrations, while having helpful avenues for receiving support. The software is slightly overpriced for the features offered but is robust when it comes to performance. It’s best for small and medium businesses looking to get their workflows organized and automated to avoid manual workloads.

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OnePageCRM seems to have carved out a niche for itself as a CRM that's all about simplicity and action. Users consistently praise its ease of use, especially for those who are new to the CRM game or who find other platforms too clunky. The "Next Action" feature is a big hit, helping users stay focused on what needs to be done next to keep deals moving forward. Affordability is another plus, with pricing plans that cater to businesses of all sizes. However, some users point out that OnePageCRM might be *too* simple for those with complex sales processes or who need advanced reporting and automation features. Integrations with other tools are also somewhat limited compared to bigger players like Salesforce or HubSpot. So, who's the ideal candidate for OnePageCRM? It's perfect for solopreneurs, small businesses, and sales teams who value a straightforward, action-oriented approach to managing their customer relationships. If you're looking for a CRM that helps you stay on top of your tasks and close deals without getting bogged down in complexity, OnePageCRM might just be your new best friend. But if you need a CRM powerhouse with all the bells and whistles, you might want to explore other options.

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